Investor's Fiduciary Advisor Network’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Investor's Fiduciary Advisor Network’s Portfolio BAI Stock Details BAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-18,515	Closed	-$610K	–	289
2026 Q1	$610K	Sell	18,515 -1,278	-6%	-$43.9K	0.19%	135
2025 Q4	$659K	Buy	19,793 +2,209	+13%	+$76.6K	0.14%	143
2025 Q3	$600K	Buy	17,584 +10,546	+150%	+$333K	0.2%	119
2025 Q2	$203K	Buy	+7,038	New	+$172K	0.08%	217

Other funds holding BAI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Investor's Fiduciary Advisor Network's BAI Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network sold out of iShares A.I. Innovation and Tech Active ETF (BAI) in Q2 2026, closing a stake of 18,515 shares — an estimated $610K sold.

Investor's Fiduciary Advisor Network first reported a position in BAI in Q2 2025 and held it in 4 quarters. The position peaked at $659K in Q4 2025. 660 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

Investor's Fiduciary Advisor Network reported no remaining iShares A.I. Innovation and Tech Active ETF position as of Q2 2026 after selling out during the quarter.
Investor's Fiduciary Advisor Network sold 18,515 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $610K.
Investor's Fiduciary Advisor Network first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2025 and held it in 4 quarters.
Investor's Fiduciary Advisor Network's iShares A.I. Innovation and Tech Active ETF position peaked at $659K in Q4 2025.
660 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.